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Universal Call Center Representative

San Diego, CA

Post Date: 08/29/2017 Job ID: 15135 Industry: Banking

  We are searching for a Universal Call Center Representative  candidate for a banking client in the San Diego area.  If you are qualified and interested in applying for this position or know someone who maybe interested in this position please contact Ronald Childs  at 619-528-8434 or by email  Ronald@sdistaffing.Com.  Below are some key points about the position I have available.
  • This position pays up to $16/hr. Depending on experience
  • Full time 40 hours
  • located in Sorrento Valley
  • Must be able to work 9: 30am – 6pm and rotating Saturdays
  • This is a Direct Hire opportunity 
  • MUST have banking experience 

Job Summary below

Universal Call Center Representative I:
The Universal Call Center Representative is responsible for processes financial transactions and answering member account and service inquiries over the telephone.  Assure calls are answered within a timely manner and data received and given is prompt and detailed while remaining compliant with federal and government regulations. Proactively seeks opportunities in the cross selling of credit union products and services and is actively involved in the training of new call center employees. Routinely strive to provide excellent member service but consistently base decisions on building and broadening deep member relations while remaining cognizant of strategic goals. 

Required Skills, Knowledge, and Abilities:
  • 1 -2 years related experience and/or training required.
  • Banking and/or credit union experience preferred
  • Required background in customer service and sales. 
  • Previous experience in a call center environment preferred. 
  • Consumer lending experience a plus.
  • Must be able to multi-task, function in a fast paced environment and be detail oriented. 
  • Ability to communicate effectively in both written and oral form.
  • Ability to sell products and services effectively and meet goals.
  • Ability to interpret banking regulations and compliance standards. 
  • Ability to build & maintain relationships with internal and external members.
  • Must have the ability to use Word for Windows, Excel, and other Microsoft Office applications, as well as the ability to learn new applications quickly.
  • Must be able to work rotating Saturdays. 
  • Must be able to work 9: 30am-6: 00pm shift.
  • Bilingual English/Spanish preferred.





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3717 Camino Del Rio South, Suite 100
San Diego, CA 92108
Phone #: (619) 528-8434 -or- (888) 528-8367
Fax #: (619) 528-8498